Our Business Packages Include The Following Areas Of Expertise

Business Tax Strategy

Your tax strategy is just as important as your overall financial strategy. How much of your hard earned money you get to keep is directly correlated with the amount of foresight and creativity put into the process. Our advisors go beyond planning to strategize on how to save you the most tax over the long-term. We hold special credentials as Certified Tax Coaches to ensure we are at the top of our game for our business owners, and we regularly hear from our clients that the level of planning they get from us is like nothing they have ever seen.

Accounting Assistance

Your financial plan is only as good as the data used to create it. You didn’t get into business to be a bookkeeper or an accountant. We get that. Whether your books need a little bit of help or a lot of help, we are equipped to oversee your accounting with regular check-ins with your in-house bookkeeper to fine-tune your financial statements and training to use the latest technology for maximum efficiency and accuracy. Many business owners find that they enjoy trusting their entire accounting department to us, and prefer not to have an in-house bookkeeper. During your initial review, we will advise you of your options and our recommendation, and you make the choice.

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Tax Preparation

You don’t trust your tax preparation to just anyone. You want an established team that is well trained in preparation, as well as planning and strategizing for your future. Spotting the savings opportunities is so important, but so is implementing and tracking those savings to ensure the plan is working and to maintain the plan on an ongoing basis, to accommodate the changing needs of your growing business. We focus on tax preparation and strategies for business owners and our process ensures that no stone is left unturned when it comes to lowering your taxes.

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Business Strategy

Your business is a living, breathing organism. It grows and morphs over time and your needs change. You need a team behind you that understands that, has seen businesses in different stages and works to anticipate your needs before you do. You want to be confident that you have prepared well for the future by projecting your cash flows and financial trends and understanding the drivers of your income and expenses. Our team will discuss with you where you are, where you have come, and where you want to be. We will benchmark you against your industry to give you a scorecard to see how you line up and discuss specific objectives for improvement. We have discovered that this approach helps business owners launch their business higher, faster, and stronger with the confidence of our great team behind them.

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Business Education

You may have gone to business school or you may have not. You may think regularly as a business owner – “I didn’t go to school for this.” We hear that from our business owners regularly and so, to that end, we have sought out tools, information, and education to help our business owners succeed and we intentionally educate on business and financial concepts to help you fill in those gaps. We offer a 24-topic entrepreneurship course, allowing you to learn foundational concepts of being a business owner. We really want to help you build a better business.

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What our clients say about us:

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About Juli Martin

Juli R. Martin, CPA, obtained her B.S. in Accounting in 1998 and her CPA license in 2001. After seven years of Controller experience, she began J.R. Martin & Associates. Juli is a member of the California Society of CPAs and the American Institute of CPAs ProAdvisor. She is also a QuickBooks ProAdvisor and a Certified Tax Coach. She and her husband Noah have two children, Tate and Carter.